Community Topics

I cannot find anything in the documentation or setup screens on how to add a new project log option/type. I see how to add new risk types in the Setup screen, but I cannot find anything about project log types, so I can add them to the "type" drop down list as show in the attached image. Help! I ...

Good morning, all. This is possibly a dumb question but those are my specialty, so here goes ... At one point in the not too distant past, I was able to restrict edit access for a *section* in a custom form to folks with "Manage" access to the project. For example, we have a "Project Approval" secti...

Hi, everyone, With 2022.2 release last week, we enabled the ability to have multi-object custom forms. This means that now you can attach the same custom form on several object types instead of having to maintain copies of the same form for various objects. Do you have any feedback you'd like to sh...

So I'm attempting to streamline an internal process we follow to request part #s setup in our ERP. I've attached a screenshot of the ideal process flow, but basically the key steps are as follows:An event triggers a part # to be setupUser 1 (owner) initiates request with high level detail (name, des...

I just migrated to New Experience and it seems that there is no autocomplete feature in custom form single line text fields when editing on the Project Details tab, though there is in Classic. I could not find anything about this in One. Is this a feature that is coming? Thanks.

Four more incredible opportunities to watch a Leap session the week of July 13 and then come to the community and pick these expert's brains on their individual posts throughout the week. July 13: Integrations Everyone Should Be Using: Andy Hess, WorkfrontJuly 14: Battle for Focus: How Will Enterpri...

Can you share a request with others through a custom form? Like a type ahead field similar to the Updates?

Hey folks, I’m excited to announce a new feature that is now available in your Preview environment! The separation of name and label for custom fields is there! From now on, you can freely change the custom field labels without any impact on the API usage of the field. You can find more informatio...

We have a creative brief pdf that is required to be attached when submitting a new creative request. However, I don't see any way to attach a document to a custom form. We want it be part of the intake form so the user doesn't have to go back and remember to upload it to the documents tab after they...

Long time listener, first time caller. I'm trying to help a department in my company with a custom form that is supplemental to their main request form. This secondary form uses a series of calculated fields to break down the quantities of marketing materials needing to be ordered for our 100+ retai...

I'm looking for suggestions on media/ad buys and/or insertion orders in Workfront or an API connection that you're using for this. I'm thinking I could create a custom form or a report that could be used to export the details then once it's approved, a billing record with the media expenses could be...